Transcript of "Internet trends"

1.
Internet Trends
April 12, 2010
mary.meeker@ms.com / scott.devitt@ms.com / liang.wu@ms.com
Comments on mobile Internet include contributions from Katy Huberty, Simon Flannery, Ehud Geldblum, Nick
Delfas, Naoshi Nema, James Dawson, Sean Gardiner, Patrick Standaert, Hiro Tanaka, Mark Lipacis, Navin Killa,
Vinay Jaising, Yvonne Chow, Jasmine Lu, Bill Lu, Keon Han, Richard Ji, Adam Holt, Ben Swinburne
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13.
Connectivity = Cloud Computing
Consumers Expect to Get Their Stuff 24x7 from Palms of Their Hands
Music Video Photos Apps / Documents Shopping / Stuff
in the Cloud in the Cloud in the Cloud in the Cloud in the Cloud
User Generated Content Professional Content
Facebook is the leading Leading repository TBD
repository for user-generated Unified Digital
Apple iTunes? Amazon.com?
photos / videos / comments /
links to music / social games
Locker Netflix? Hulu? Spotify?
Note: Apple iTunes yet to offer full length media streaming. Source: Company websites. 13

40.
Impressive Mobile Devices =
Apple’s iPhone + iTouch + App Store Launches Over
Past ~3 Years Created the Spark for Mobile Internet
Liftoff as Microsoft’s Launch of Windows 3.0 did for
the PC in 1990 and the Netscape Browser (and its
IPO) did for the Desktop Internet in 1995
40

49.
Apple iPhone / iTouch –
Facebook is Most Downloaded of Top Free Apps
Name Category Description
Mobile front-end of the online site, allows users to chat
Facebook Social Networking
/ send messages / share photos + interests
Users can view aerial maps of any available city / area,
Google Earth Travel
using touch screen to zoom in /out
Creates customized interent radio stations that stream
Pandora Radio Music
music based on songs / artists users like
Rhythmic music game in which user taps and shakes
Tap Tap Revenge Games screen to create certain beats of a song- includes online
play
Application identifies artist / song title / album for songs
Shazam Music
playing on other audio devices
3D remake of the classic game utilizes touch screen
PAC-MAN Lite Games
controls
Large selection of iPhone backgrounds that can be
Backgrounds Entertainment
uploaded into your phone background library
Interactive air hockey game that allows users to play
Touch Hockey: FS5 Games
solo or online against friends
Users employ sensitive tilt controls to move ball to the
Labyrinth Lite Edition Games end of the puzzle in this remake of the classic wooden
puzzle game
Flashlight. Utilities Fills screen with bright white light to use as flash light
Source: Apple. 8/09. 49